散户投资者的牛市赚钱策略：跟着机构“喝汤”（上）

Core Viewpoint - The article highlights that the value gap in the market is rapidly being filled by a surge of incremental capital, indicating a strong bullish sentiment in the stock market [1]. Group 1: Market Performance - From early July to August 18, over 5,400 A-shares had a median increase of approximately 8.15%, while the CSI 300 ETF rose by 8.66%, ranking around 2,600 among A-shares. The ChiNext ETF saw a significant increase of 21.05%, ranking around 1,040, suggesting that holding the ChiNext ETF could outperform over 80% of A-shares [3]. - The current bull market is characterized by the substantial financial strength of investment institutions, which are actively establishing their presence in the A/H share market [4]. Group 2: Institutional Investment Dynamics - The article emphasizes the importance of tracking the movements of incremental capital, particularly from large institutional investors, as these trends can last for a year and a half, providing opportunities for retail investors to benefit [4]. - Understanding the investment preferences, styles, and specific targets of different institutional funds, such as public funds, private equity, and insurance capital, can help investors capitalize on the continuous influx of institutional capital [5].